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Foundation Policies

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SECTION I: GOVERNANCE

1.1 Trustee Letter of Understanding
1.2 Conflict of Interest
- Conflict of Interest Disclosure Form
1.3 Anonymous Reporting (Whistle-Blower) Policy
1.4 Code of Conduct Policy

SECTION II: GIFT ACCEPTANCE POLICY (GAP)

2.1 GAP Title I: Principles And Definitions
2.1b Donor Recognition Procedures
2.2 GAP Title II: Outright Gifts
2.3 GAP Title III: Pledges
2.4 GAP Title IV: Planned Giving
2.5 GAP Title V: Restrictions On Gifts
2.6 GAP Title VI: Appendices
2.6.1 Model Standards of Practice for Charitable Gift Planners
2.6.2 Donor Bill of Rights

SECTION III: REAL ESTATE

3.1 Real Estate Property Acceptance Policy

SECTION IV: FINANCIAL REPORTING AND ACCOUNTING

4.1 Records Retention Policy

SECTION V: EXPENDITURES AND DISBURSEMENTS

5.1 Expenditure Policy
5.2 Unrestricted Spending Policy and Reserves Operating Funds

SECTION VI: INVESTMENTS

6.1 Investment Policy

SECTION VII: Reserved for Expansion

SECTION VIII: Reserved for Expansion

SECTION IX: Reserved for Expansion

SECTION X: UNIVERSITY POLICIES

10.1 Fund-Raising Policy
10.2 Naming of Places
10.2.1 Place Naming Financial Commitment Minimums

SECTION XII: UNIVERSITY SYSTEM OF GEORGIA BOARD OF REGENTS POLICIES

701.01 Private Donations To the University System And Its Institutions
803.0402 Establishment of Special Faculty Positions
901.07 Place Naming
1905 Cooperative Organizations

SECTION I: GOVERNANCE

SECTION II: GIFT ACCEPTANCE POLICY (GAP) PROCEDURES

2.1 GAP Title I: Principles and Definitions - Procedures
2.1-a Annual Programs Counting and Reporting Procedure
2.1-b Donor Recognition Procedure
2.1-c Soft Credit Procedure
2.2 GAP Title II: Outright Gifts - Procedures
2.2-a Receipts, Acknowledgement, and Thank-You Procedures
2.3 GAP Title III: Pledges - Procedures
2.3-a Pledge Fulfillment Procedure
2.4 GAP Title IV: Planned Giving - Procedures
2.4-a Gift Annuity Establishment Procedure
2.4-b Gift Annuity Execution Procedure
2.4-c Planned Giving Acknowledgement Procedure
2.4-d Life Insurance Monitoring Procedure
2.4-e Procedure for Monitoring Planned Gift Settlements
2.4-f Planned Gifts Valuation Procedure
2.5 GAP Title V: Restrictions on Gifts - Procedures
2.5-a Endowment Agreements and Descriptions Drafting Procedure
2.5-b Fund Contact Procedures
2.5-c University Level Scholaraship Committees
2.6 GAP Title VI: Appendices - Procedures

SECTION III: REAL ESTATE

3.1 Real Estate Property Acceptance Procedures
3.1-a Real Estate Gift Acceptance Procedure
3.1-b Environmental Analysis Guidelines Procedure
3.1-c Real Estate Marketing Procedure

SECTION IV: FINANCIAL REPORTING AND ACCOUNTING PROCEDURES

SECTION V: EXPENDITURES AND DISBURSEMENTS PROCEDURES

SECTION VI: INVESTMENTS PROCEDURES

Section VII: Reserved for Expansion

Section VIII: Reserved for Expansion

Section IX: Reserved for Expansion

SECTION X: UNIVERSITY POLICIES - PROCEDURES

10.1 Fund Raising Procedures
10.1-a Prospect Management Procedure
10.1-b Alumni Development Protection and Use Procedure
10.2 Place Naming Procedures

SECTION XII: BOARD OF REGENTS POLICIES - PROCEDURES